At Foresight Strategic Consulting, we help advisors and firms thrive through every stage of growth—whether navigating transitions, exploring M&A, or planning succession.
Drawing on more than 25 years of executive leadership across custodians, broker-dealers, RIA platforms, FinTech, and broader wealth-management ecosystems, our founder Andy Burgess brings deep industry insight and a hands-on, client-first mindset. From RIA formation and technology integrations to market expansion and platform transitions, we deliver clarity, strategic guidance, and measurable results—always with your long-term success in focus.
Overcome growth, technology, and organizational challenges with clear strategies and practical execution support.
Providing advisors with qualified opportunities, and expert guidance to achieve successful, goal-aligned transactions.
Guiding advisors through independence options, seamless transitions, and compliance frameworks to build lasting success.
Connecting you with vetted, hard-to-find talent and ensure seamless integration for long-term team and culture success.
Helping firms grow with a sales approach that aligns with advisor motivations, shortens cycles, and drives consistent conversions.
With 25+ years of executive leadership across custodians, broker-dealers, RIA platforms, FinTech, and products, I’ve had the privilege of working alongside investment advisors who’ve taught me as much as I’ve helped them. Clients value that I listen first and sell never, always focusing on the right solution for their unique situation.
My reputation is built on authenticity, care, and candid advice. I’ve delivered proven results in revenue generation, process improvements, sales strategy, practice management, and talent acquisition, supported by a strong network of partners across the industry.
“After knowing and trusting Andy for years, I’ve hired him to help our firm with our strategic planning moving forward. Andy has provided me with valuable insights for years as a trusted advisor. Now, the ability to collaborate with him each month on decisions that will impact our firm for years to come, I couldn’t be happier. Andy’s input on a recent decision regarding a nonprofit leadership position and several technology platforms has been invaluable as we scale. I value Andy’s real-world problem-solving skills, network of industry professionals, and his institutional knowledge make him the ideal partner for anyone looking to grow, scale, or transition to the next phase…he knows it all.”
Sam, Investment Advisor and Foresight Strategic Advisory Client
“Andy’s strategic guidance cuts through the noise. Instead of spending weeks researching best practices, I get targeted advice from someone who’s lived through these challenges. His approach to balancing immediate client needs with long-term career positioning helped me navigate a complex succession opportunity with confidence. The monthly check-ins keep me accountable and ensure I’m focusing on what drives real business results.”
Matt, Investment Advisor and Foresight Strategic Advisory Client